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Elevance Health

1,661 hedge funds and large institutions have $88.7B invested in Elevance Health in 2025 Q1 according to their latest regulatory filings, with 217 funds opening new positions, 652 increasing their positions, 539 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 217 | Existing positions closed: 135

36% more call options, than puts

Call options by funds: $801M | Put options by funds: $588M

21% more repeat investments, than reductions

Existing positions increased: 652 | Existing positions reduced: 539

16% more capital invested

Capital invested by funds: $76.5B → $88.7B (+$12.2B)

13% more funds holding in top 10

Funds holding in top 10: 3843 (+5)

4% more funds holding

Funds holding: 1,6031,661 (+58)

0.18% more ownership

Funds ownership: 89.64%89.82% (+0.18%)

Holders
1,661
Holders Change
+58
Holders Change %
+3.62%
% of All Funds
22.27%
Holding in Top 10
43
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.16%
% of All Funds
0.58%
New
217
Increased
652
Reduced
539
Closed
135
Calls
$801M
Puts
$588M
Net Calls
+$214M
Net Calls Change
+$156M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
1451
Montag & Associates
Georgia
$96.3K
CAL
1452
Capital Advisors Ltd
Ohio
$96K +$5.62K +14 +7%
Cohen & Steers
1453
Cohen & Steers
New York
$96K +$88.3K +220 New
BOJHT
1454
Bank of Jackson Hole Trust
Wyoming
$95.6K
AA
1455
Ancora Advisors
Ohio
$92.2K +$803 +2 +1%
JWA
1456
JFS Wealth Advisors
Pennsylvania
$92.2K +$4.42K +11 +5%
NS
1457
NBC Securities
Alabama
$90K +$83.1K +207 New
OAJ
1458
Ogorek Anthony Joseph
New York
$86K +$52.6K +131 +193%
GSWM
1459
Golden State Wealth Management
California
$85.9K -$2.01K -5 -2%
GKIM
1460
GW&K Investment Management
Massachusetts
$81K +$8.03K +20 +12%
WF
1461
Wayfinding Financial
Washington
$81K +$75.1K +187 New
PPC
1462
Park Place Capital
Alabama
$79.2K -$235K -585 -76%
FCAS
1463
First Command Advisory Services
Texas
$78.3K
OIAM
1464
OFI Invest Asset Management
France
$77.7K +$44.6K +111 +135%
HDIM
1465
Hanson & Doremus Investment Management
Vermont
$77K
CT
1466
Clearstead Trust
Maine
$74.8K +$15.7K +39 +29%
AGWCA
1467
Annis Gardner Whiting Capital Advisors
Florida
$73.9K +$2.01K +5 +3%
ANBT
1468
American National Bank & Trust
Texas
$73.9K
PCM
1469
PenderFund Capital Management
British Columbia, Canada
$73.2K
TC
1470
Truvestments Capital
Florida
$73K -$4.01K -10 -6%
SC
1471
Stephens Consulting
Michigan
$71.3K
PC
1472
Promus Capital
Illinois
$71.3K
TCOV
1473
Trust Company of Vermont
Vermont
$70.9K -$11.6K -29 -15%
PD
1474
Point72 (DIFC)
United Arab Emirates
$70.5K +$65K +162 New
CSB
1475
City State Bank
Iowa
$69.6K

ELV Hedge Fund Activity: Q1 2025 in Review

1,661 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q1 2025, worth a combined $88.7B — up 16% from $76.5B a quarter earlier.

Buyers outnumbered sellers: 217 funds opened new ELV positions and 135 closed out — a net gain of 82 holders — while 652 added to existing stakes and 539 trimmed.

The largest buyer was Capital International Investors, adding an estimated $673M. The largest seller was T. Rowe Price Associates, cutting an estimated $592M.

  • 1,661 institutional investors held Elevance Health (ELV) as of Q1 2025, up from 1,603 in Q4 2024.
  • Funds reported $88.7B of Elevance Health stock for Q1 2025, up 16% quarter-over-quarter.
  • 217 funds opened new Elevance Health positions in Q1 2025 and 135 closed out, a net change of +82 holders.
  • The largest Elevance Health buyer in Q1 2025 was Capital International Investors, an estimated $673M added.
  • The largest Elevance Health seller in Q1 2025 was T. Rowe Price Associates, an estimated $592M sold.

Based on aggregated 13F filings for Q1 2025.